Bob FitzSimmons, CFP®, MBA

Bob FitzSimmons, CFP®, MBA

President

Bob FitzSimmons, CFP® is the President of FP Wealth Management, Inc.  Bob began in the financial services industry after serving in the United States Air Force and working for more than 24 years as a marketing executive with three major consumer goods companies.  Over the years, Bob’s financial planning services practice has grown to more than 1,000 clients located in 25 states. Bob has been quoted in The New York Times, Wall Street Journal, USA Today, Omaha World Herald, Lincoln Journal-Star and a variety of professional publications.

In 2013, Bob was honored with the O.R. Frey award from the Cornhusker chapter of the National Association of Insurance and Financial Advisors (NAIFA)* for professional and community leadership.  Bob is active in the financial services’ professional organizations, serving on the Financial Services Institute’s (FSI) Conference Committee and the National Government Affairs Committee of the National Association of Insurance and Financial Advisors (NAIFA).  In the past, he served as the chair of the Nebraska State Political Action Committee (PAC) for NAIFA, on the national boards of the Institute of Certified Financial Planners (ICFP) and the Financial Planning Association (FPA) and the Nebraska state ICFP and FPA Boards.

In addition to his involvement in the financial services industry, Bob also gives back to the Lincoln, Nebraska community by donating time, talent and resources to an array of worthy causes and community service organizations that focus on education, including TeamMates Mentoring Program, Junior Achievement LPS teacher, and co-chair of LPS Middle School Student Housing Community Task Force, chair of St. Mark’s United Methodist Foundation, State of Nebraska Owned Wyuka Cemetery and Funeral Home Board Trustee and a leadership position in Kiwanis Club-Lincoln Center and  past president  of Lincoln Exec Club.

Bob earned his undergraduate degree in Business Administration from University of Kansas in 1962, a MBA from Northwestern University in 1966 and his CFP® designation from the College for Financial Planning in 1989.

He has been married to his wife, Janice for over 50 years and has three children and five grandchildren.  Bob and his wife have traveled extensively through the Americas, Europe, Asia, Australia and North Africa.  Additionally, he has competed in modified triathlon and Iron Man competitions through his health club and is an avid sports fan and season ticket holder to UNL men’s football, basketball and baseball games, plus UNL women’s volleyball and basketball games.

 

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multi-line sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.